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The Atlas · People · 3,969 profiles
Founders, chief executives, partners and investment leaders across the family-office provider universe. Names and roles are public; direct contacts unlock individually or with a curated database.
3,969 people
Ciso · Templum
Platforms & CustodyChief Investment Officer · Commonwealth Financial Network
AdvisorsManaging Director, Wealth Management · TMG Family Office
TechnologyCEO · Diligent
Platforms & CustodySVP, Chief Marketing Officer · Commonwealth Financial Network
AdvisorsPartner | Chief Investment Officer · Brighton Jones
AdvisorsChief Compliance Officer · Fairway Wealth
Platforms & CustodyIT Infrastructure Manager · Rhone Trust
Asset ManagersInterim CEO · PEG Companies
Service FirmsInternal Controller · ThinkPlumb
TechnologyFounder and CEO · Droit
Platforms & CustodyHead of International · iCapital
Asset ManagersCEO, Brookfield Corporation · Brookfield
Service FirmsTax Director · FFO
Platforms & CustodyDirector of EMEA · Toniic
Service FirmsFounder, Chairman · BWC Benchmarking
TechnologyHead of Product · Way2B1
TechnologyChief Revenue Officer · Etops
TechnologyPresident, Product and Technology · Arcesium
BanksExecutive Vice President of Signature, a division of Esquire Bank · Signature Bank
Service FirmsDirector Of Business Management · PARR/3 LLC
Service FirmsPartner, Regional Leader and Midwest Industry Leader · Armanino
TechnologyCEO · IntelliCheck
AdvisorsPartner, Tax Services · SolomonEdwards
Asset ManagersCo-Head of Global Client Group · Dimensional Fund Advisors
Service FirmsPartner Private Client · Farrer & Co
Asset ManagersVice President · ASK Private Wealth
AdvisorsChief Executive Officer · Carson Group
BanksCFO · Raymond James
Service FirmsPresident and Chief Executive Officer · Vizient
BanksChief Strategist · Degroof Petercam
Platforms & CustodyCo-Founder & Head of Direct Tax, Regulatory and Succession Planning. · TAM India Family Office Advisors
Platforms & CustodyAssistant General Manager - Family Office · MANKIND PHARMA LTD
Platforms & CustodyCo-Founder & Director · Prayodhan Wealth Private Limited
Platforms & CustodyHead of Finance, Tax and Accounts · Jindal Steel and Power
Platforms & CustodyDeputy Manager · Anand Rathi Group
Service FirmsCEO & Co-Founder · Radiowalla Network Limited
Platforms & CustodyFounder · Kukku Capital
Platforms & CustodyManager · Private Multi Family Office
AdvisorsManager · Equirus Family Office
Platforms & CustodyTeam Lead of Finance Risk Compliance and Reporting · August One
Platforms & CustodySenior Financial Accountant · Private Multi Family Office
Platforms & CustodyFinance Controller of Corporate and Family Office · Span India Private Limited
Platforms & CustodyDgm Accounts & Taxation · Cable Corporation of India
AdvisorsVice President · Systematix Private Wealth
Platforms & CustodyJM Financial
Platforms & CustodyFinancial Analyst · SKG Family Office
Platforms & CustodyHead Operations Family Office · Veepee Group of Companies